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Financial Gravity Companies’s NBT Bancorp NBTB Stock Holding History

Financial Gravity Companies’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+22
New +$808 ﹤0.01% 1157
2018
Q1 		$1K Hold
24
– – ﹤0.01% 1207
2017
Q4 		$1K Buy
+24
New +$905 ﹤0.01% 1168

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Gravity Companies's NBTB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in NBT Bancorp (NBTB) in Q4 2018: 22 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NBTB as recently as Q1 2018.

Financial Gravity Companies first reported a position in NBTB in Q4 2017 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold NBTB as of Q4 2018.

  • Financial Gravity Companies held 22 shares of NBT Bancorp worth $1K as of Q4 2018.
  • NBT Bancorp was a new Financial Gravity Companies position in Q4 2018.
  • NBT Bancorp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1157 holding.
  • Financial Gravity Companies first reported a position in NBT Bancorp in Q4 2017 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.